401k Business Financing Pricing

Setup Fee: $4,000

  • Formation of C-Corporation (also covers state registration fees) & Bylaws
  • 401k/PSP Plan
  • IRS Determination Letter
  • Bank Account Assistance & EIN establishment for Corporation and 401k/PSP)
  • Transfer/Rollover Assistance
  • Our Audit Guarantee

Annual Fee: FREE for the first year.

$899 PER YEAR STARTING 2ND YEAR ON ANNIVERSARY DATE for first 10 participants; $75 per additional participant, INCLUDES THE FOLLOWING:

  • Form 5500 preparation
  • Addition of participants as they become eligible to participate in the plan
  • Form 1099-R Reporting
  • Annual Routine Corporation Valuation for Form 5500 Preparation
  • Mandatory Amendments
  • Review of Annual Participant Statements
  • Monitor Contributions and Vesting
  • Computation of Plan contributions
  • Annual Nondiscrimination Testing
  • Annual Top Heavy, Additions & Coverage